Mount Yale Investment Advisors’s BOK Financial BOKF Stock Holding History

Mount Yale Investment Advisors’s Portfolio BOKF Stock Details BOKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107M	Buy	+770,026	New	+$102M	1.98%	4

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's BOKF Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in BOK Financial (BOKF) in Q2 2026: 770,026 shares worth $107M. The stake represents 1.98% of the portfolio and ranks #4 among its holdings.

191 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Mount Yale Investment Advisors held 770,026 shares of BOK Financial worth $107M as of Q2 2026.
BOK Financial was a new Mount Yale Investment Advisors position in Q2 2026.
BOK Financial made up 1.98% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #4 holding.
191 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.